Braeburn Wealth Management is a fee-based registered investment advisor that provides investment management, financial planning, and consultation services. Braeburn Wealth Management also offers a complimentary newsletter and general education workshops. Representatives of Braeburn Wealth Management are separately engaged as independently licensed insurance and annuity representatives and may receive commissions from insurance companies.
Assets Under Management$260M
Clients454
Advisors3
Avg. per Client$570K
Avg. per Advisor$86M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Braeburn Wealth Management charges a percentage of your portfolio each year, paid quarterly in advance.
- For assets invested in mutual funds, the annual fee is 1.15%.
- For assets invested in exchange-traded funds (ETFs), the annual fee is 1.15%.
- For assets invested in stocks, the annual fee is 1.50%.
These fees may be modified based on individual circumstances, the complexity of services, and additional resources required, at the discretion of Braeburn Wealth Management.
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